Energy Recovery, Inc.
Energy Recovery, Inc. (ERII) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · ERII · as of Mar 31, 2025
Ownership Breakdown
207
Institutional Holders
▲ 15 vs Q4
$712.73M
Total Inst. Value
▲ $50.84M vs Q4
51.55M
Shares Outstanding
freeFloat 96.27%
44.87M
13F Shares Held
▼ 157,445 vs Q4
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
ERII largest shareholders · institutional ownership
Q1 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
BLACKROCK, INC. special industry machinery, nec | 5.99M | 10.92% | 10.92% | $95.25B | May 2, 2025 | ▲ 379.6K |
AMERIPRISE FINANCIAL INC special industry machinery, nec | 5.14M | 9.36% | 9.36% | $81.66B | May 14, 2025 | ▲ 184.9K |
VANGUARD GROUP INC special industry machinery, nec | 3.49M | 6.37% | 6.37% | $55.53B | May 9, 2025 | ▲ 242.5K |
BROWN CAPITAL MANAGEMENT LLC special industry machinery, nec | 2.60M | 4.73% | 4.73% | $41.25B | May 15, 2025 | ▼ 323.5K |
FIL LTD special industry machinery, nec | 1.95M | 3.56% | 3.56% | $31.02B | May 12, 2025 | ▼ 132.7K |
STATE STREET CORP special industry machinery, nec | 1.43M | 2.61% | 2.61% | $22.77B | May 15, 2025 | ▼ 17.8K |
GEODE CAPITAL MANAGEMENT, LLC special industry machinery, nec | 1.39M | 2.53% | 2.53% | $22.08B | May 13, 2025 | ▲ 31.2K |
KBC GROUP NV special industry machinery, nec | 1.24M | 2.26% | 2.26% | $19.75B | Apr 25, 2025 | — held |
DIAMOND HILL CAPITAL MANAGEMENT INC special industry machinery, nec | 1.18M | 2.16% | 2.16% | $18.82B | May 6, 2025 | ▼ 422.3K |
BAILLIE GIFFORD & CO special industry machinery, nec | 1.10M | 2.00% | 2.00% | $17.47B | May 7, 2025 | ▼ 20.6K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q1 2025 vs prior quarter
Q1 2025
17
Increased
+2.16M shares2
New Positions
first time holders29
Decreased
−2.39M shares0
Sold Out
fully exitedNet shares change (top 50)
226.6K
+2.16M / −2.39M
Net new holders
-10
2 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
ERII insider trading · insider activity
Source: SEC Form 4
Insiders have been primarily selling shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
5
Buy transactions
2
Sell transactions
2.50
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
TONDREAU PAMELA L. director | Jun 4, 2026 | Award | 22,316 | $8.29 | $185.0K | 60.8K | Form 4 ↗ |
Chow Joan Kai director | Jun 4, 2026 | Award | 18,094 | $8.29 | $150.0K | 52.1K | Form 4 ↗ |
Sabol Colin R director | Jun 4, 2026 | Award | 18,094 | $8.29 | $150.0K | 44.5K | Form 4 ↗ |
Hanstveit Arve director | Jun 4, 2026 | Award | 18,094 | $8.29 | $150.0K | 400.6K | Form 4 ↗ |
TONDREAU PAMELA L. director | May 13, 2026 | Purchase | 20,000 | $8.34 | $166.8K | 37.4K | Form 4 ↗ |
Hanstveit Arve director | Apr 6, 2026 | Sale | 2,419 | $10.29 | $24.9K | 382.5K | Form 4 ↗ |
Hanstveit Arve director | Apr 2, 2026 | Sale | 165,292 | $10.14 | $1.68M | 384.9K | Form 4 ↗ |
Hanstveit Arve director | Mar 10, 2026 | Sale | 25,000 | $10.96 | $274.0K | 550.2K | Form 4 ↗ |
Hanstveit Arve director | Mar 5, 2026 | Sale | 38,418 | $10.71 | $411.5K | 586.8K | Form 4 ↗ |
Hanstveit Arve director | Mar 6, 2026 | Sale | 11,582 | $10.62 | $122.9K | 575.2K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
Energy Recovery, Inc. (ERII) is primarily owned by institutional investors, who hold approximately 87.1% of total shares outstanding. Company insiders own approximately 3.73%, while retail and public investors account for the remaining 9.21%.
The largest institutional shareholder of Energy Recovery, Inc. is BLACKROCK, INC., holding approximately 5.99 million shares — equal to 10.92% of outstanding shares — as of March 31, 2025.
A total of 207 institutional investors currently hold ERII stock, with a combined institutional value of approximately $712,732,986 as of the most recent 13F filing period.
Frequently asked questions
ERII ownershipEnergy Recovery, Inc. (ERII) is primarily owned by institutional investors, who hold approximately 87.1% of shares. The largest shareholder is BLACKROCK, INC. with a 10.92% stake. Company insiders hold 3.73%. Data sourced from SEC Form 13F as of March 31, 2025.